EFTA01225286.pdf

SOFTWARE HOUSE From Tyco Security Products C•CURE 9000 Version 2.50 Data Views Guide UM-13.1R0 EFTA01225286 C•CURE and Software House are registered trademarks of Tyco Security Products. The trademarks, logos, and service marks displayed on this document are registered in the United States [or other countries]. Any misuse of the trademarks is strictly prohibited and Tyco Security Products will aggressively enforce its intellectual property rights to the fullest extent of the law, including pursuit of criminal prosecution wherever necessary. MI trademarks not owned by Tyco Security Products are the property of their respective owners, and are used with permission or allowed under applicable laws. Product offerings and specifications are subject to change without notice. Actual products may vary from photos. Not all products include all features. Availability varies by region; contact your regional sales manager. Software version: 250 Document Number: UM-134 Revision Number: RO Release Date: December 2015 This manual is proprietary information of Software House. Unauthorized reproduction of any portion of this manual is prohibited. The material in this manual is for information purposes only. It is subject to change without notice. Software House assumes no responsibility for incorrect information this manual may contain. O 2015 Tyco Security Products. MI rights reserved. EFTA01225287  Table of Contents Preface 11 How to Use this Manual 12 Finding More Information 13 Conventions 14 Software House Customer Support Center 15 Chapter 1 - The Data Views Pane 17 Data Views Pane Overview 18 Data Views Pane Tasks 18 Data Views Pane Tasks 19 Creating a Data Views Pane Object 19 Deleting a Data Views Pane Object 19 Viewing a List of Data Views Pane Objects 20 Data Views Object Context Menu 20 Exporting Records on Dynamic Views to XML/CSV 22 Chapter 2 - Application Layout 25 Application Layout Overview 26 Application Layout Editor 27 Accessing the Application Layout Editor 27 Application Layout Editor General Tab 27 Application Layout Options Tab 29 Application Layout View Preferences Tab 31 Application Layout Viewers 33 Activity Viewer 35 Activity Viewer Properties 35 Assess Event Application Layout 37 Document Viewer 38 Event Details Viewer 39 Find in Journal Viewer 39 Assess Map Viewer 40 Live Video Viewer 41 Query Viewer 42 Recorded Video Viewer 42 Report Viewer 43 C•CURE 9000 Data Wawa GukM 3 EFTA01225288  Event Viewer 45 Event Viewer Properties 45 Dual Phase Acknowledgement Layout 47 The Explorer Bar 48 Explorer Bar Properties 48 Non Hardware Status 49 Hardware Status 49 Video 50 External Applications 50 Explorer Bar Tasks 50 Object Viewer 54 Object Viewer Properties 54 Swipe and Show Viewer 55 SWipe and Show Legacy Viewer 55 Swipe and Show Default Viewers 58 Swipe and Show Viewer Tasks 59 Viewer Controls 64 Application layout Tasks 65 Configuring an Application Layout 65 Event Viewer Tasks 66 Activity Viewer Tasks 67 Adding a Pane to the Layout 69 Adding a Viewer/Viewer Tab to a Pane 69 Adding an Object Viewer to an Application Layout 70 Creating an Assess Event Layout 70 Creating a Dual Phase Acknowledgement Layout 72 Modifying an Application Layout 74 Removing a Pane from the Layout 75 Removing a Viewer/Viewer Tab from a Pane 75 Locking the Layout 76 Unlocking the Layout 76 Auto Hiding and Pinning Panes 76 Resizing and Moving Panes in the Layout 77 Chapter 3 - Dynamic Views 79 Dynamic Views Overview 80 Dynamic View Editor 82 Accessing the Dynamic View Editor 82 Dynamic View Editor Tasks 83 Configuring a Dynamic View 83 Choosing Dynamic View Settings 84 How to Save a Dynamic View 85 Default Grouping of Dynamic View Rows 88 Setting a Default View 89 Creating a Copy of a Dynamic View 90 4 C•CURE 9000 Data Wawa Guide EFTA01225289  Dynamic View Editor Definitions 91 Dynamic View Editor Fields 91 Dynamic View Editor Buttons 92 Dynamic View Viewer 93 Default Dynamic Views 93 Dynamic View Viewer Tasks 94 Adding or Removing Columns in a Dynamic View 94 Changing Column Order and Width in Dynamic Views 95 Using Dynamic View Viewer Tabs 96 Filtering Dynamic View Information Using the Filter Bar 96 Filtering Partitions and Maintenance Mode Objects 97 Grouping Dynamic View Information 99 Retrieving the Query That Created a Dynamic View 101 Sorting Dynamic View Information 101 Printing Information from Dynamic Views 101 Editing In Place with Dynamic Views 102 Editing Records on Dynamic Views Using Set Property 102 Exporting Dynamic View Contents to Excel (MSC) 103 Using Card View 104 Dynamic View Viewer Definitions 105 Dynamic View Toolbar 105 Dynamic View Tabs 106 Dynamic View Filter Bar 106 Chapter 4 - Maps 109 Maps Overview 110 Converting Legacy Maps 110 Features 110 Map Editor 111 Working with C •CURE 9000 Maps 111 Convening Legacy Maps 111 Legacy Maps 113 The Legacy Map Editor Toolbar 113 Legacy Map Viewer 116 Accessing the Map Editor 118 Accessing the Map Editor for Maps 118 Accessing the Map Editor for Legacy Maps 118 The Map Editor Toolbar 120 Map Icon Status Toolbar 121 Map Editor Tasks 123 Creating a Maps Template 123 Importing a Maps Graphic 124 Importing a Drawing File into C •CURE 9000 125 Configuring and Saving a Map 127 C•CURE 9000 Data Wawa Guide 5 EFTA01225290  Map Layers 127 Adding a Layer to the Map 128 Deleting a Map Layer 129 Setting the Active Map Layer 129 Showing or Hiding Map Layers 130 Changing the Map Zoom Level 130 Fitting the Map in the Window 131 Adding an Object Icon to the Map 131 Editing an Icon on the Map 136 Adding an Icon to the Icon Template Library 137 Selecting an Icon on the Map 138 Map Icon Context Menu 139 Printing a Map 140 Clearing the Map 140 Modifying a Map 140 Opening a Map from an Icon 141 Map Viewer 143 Map Viewer Toolbar 143 Chapter 5 - Query 145 Query Overview 146 Query Editor 147 Accessing the Query Editor 147 Query Editor General Tab 148 Query General Tab Definitions 148 Query General Tab Criteria Table Definitions 149 Query General Tab Buttons 151 Query Editor Advanced Tab 152 Query Advanced Tab Definitions 153 Using Wildcard Characters in Queries 154 Using Wild Card Characters 154 Using C•CURE 9000 Query Filters 154 Using Special Characters in Queries 157 Control 0 (CTRL zero) 157 Period Character (.) with F2 157 Query Tasks 159 Creating a Query 159 Creating a Query Template 160 Configuring a Query 161 Modifying a Query 162 Creating a Copy of a Query 163 Adding Query Criteria to a Query 163 Using the WITH Operator 167 Using Add/Add Block Buttons to Configure a Query 168 Removing Query Criteria from a Query 170 Running a Query 170 6 C•CURE 9000 Data Wawa Guide EFTA01225291  Complex Queries 172 Interpreting Unexpected Results 173 Performing a Quick Search 175 Defining a New Query from Advanced Search 177 Defining an Instant Query from Advanced Search 178 Query Parameter Prompts 180 Chapter 6 - Reporting 185 Reporting Overview 186 Accessing the Report-Related Editors 189 The Report Service 190 Basic Reporting Tasks 191 Creating a Report 191 Creating a Report Template 191 Configuring a Report 192 Running a Report 193 Scheduling a Report 194 Saving a Report and its Results 195 Creating a Copy of a Report 1% Exporting a Report Result 197 Report Editor .201 Report Editor Tasks 202 Viewing a List of Reports 202 Modifying a Report 202 Report Tab 204 Report Tab Tasks 207 Choosing a Report Type and Sub Type 208 Using the Class Selector 208 Using the Field Selector 209 Selecting Report Features 210 Creating Sub-Reports 211 Report Layout Design Tab 212 Report Editor Layout Design Tab Toolbar Definitions 212 Report Editor Layout Design Tab Grid Definitions 214 Report Editor Layout Design Tab Properties Sheet Definitions 214 Report Editor Layout Design Tab Context Menu Definitions 217 Report Page Settings 219 Report Layout Design Tab Tasks 223 Adding a Field to the Layout .223 Adding a Header or Footer 223 Adjusting the Report Settings 224 Adding a Page Break 224 Adding a Text Box, Picture, Shape, or Line .225 C•CURE 9000 Data Wawa Guide 7 EFTA01225292  Report Layout Preview Tab 226 Report Layout Preview Tab Tasks 228 Viewing a Report Preview 228 Printing a Report Preview 228 Report Form Editor 230 Pre-defined Report Forms 230 Report Form Layout Design Tab 231 Report Form Editor Tasks 232 Creating a Report Form 232 Creating a Report Form Template 232 Creating a Copy of a Report Form 233 Viewing a List of Report Forms .234 Using a Report Form to Format a Report 234 Report Form Layout Design Tab Tasks 235 Report Form Layout Preview Tab 236 Report Form Viewer 237 Report Result Overview 238 Report Result Editor 239 Report Result Result Tab 239 Report Result Query Tab .240 Report Result Tasks 242 Viewing a List of Report Results 242 Deleting a Report Result 242 Deleting a Report Result 243 Report/Report Result Viewers .245 Exporting a Report Result 248 Export Report Document Dialog Box 249 Appendix A - Pre-defined Reports, Queries, and Views 253 Overview: Pre-defined Reports, Queries, and Dynamic Views 254 Pre-defined Reports 255 Pre-defined Queries 262 Pre-defined Dynamic Views 268 Using the Pre-defined Reports, Queries, and Dynamic Views 269 Example of Using a Pre-defined Report 270 Appendix B - Map Conversion 275 Map Conversion 276 Map Conversion Using a Remote Client 276 Converting Legacy Maps to the New Maps Format 277 Troubleshooting Map Conversion 281 8 C•CURE 9000 Data Wawa Guide EFTA01225293  View Log 281 Reset Selected 281 Map Conversion Definitions .283 Map Status 284 Index 285 C•CURE 9000 Data Wawa Guide 9 EFTA01225294 10 C•CURE 9000 Data Views Guide EFTA01225295  Preface This C•CURE 9000 Data Views Guide is for new and experienced security system users. The manual describes the software features on the C•CURE 9000 Administration Client Data Views menu and presents procedures for configuring and using them. The manual assumes that you have already installed the C•CURE 9000 and have familiarized yourself with the basic C•CURE 9000 information provided in the C•CURE 9000 Getting Started Guide. In this preface How to Use this Manual 12 Finding More Information 13 Conventions 14 Software House Customer Support Center 15 C•CURE 9000 Data Views Guide Preface 11 EFTA01225296 How to Use this Manual How to Use this Manual This manual includes the following chapters that provide information about each of the Data Views menu selections. Chapter 1: The Data Views Pane This chapter provides an overview of the Data Views pane. It provides instructions for creating, deleting, viewing a list of objects, and exporting Data Views pane objects. Chapter 2: Application Layout This chapter provides an overview of the Application Layout, describing how you can configure available viewers and toolbars to make up a Monitoring Station display. Chapter 3: Dynamic Views This chapter describes how to configure C•CURE 9000 Dynamic Views to display C•CURE 9000 objects in a List or Card view, allowing you to view, edit, group, or filter objects in the list. Chapter 4: Maps This chapter describes how to configure C•CURE 9000 Maps, linking access control with the floor plans of your facility and allowing you to monitor security objects in real time. Chapter 5: Query This chapter describes how to configure C•CURE 9000 Queries to find information about the C•CURE 9000 objects. Chapter 6: Reporting This chapter describes how to use the Reporting functionality in C•CURE 9000: to create and configure reports; to configure Report Forms to provide consistent report headers and footers; and to view, print, and store your Report Results. Appendix A: Pre-defined Reports, Queries, and Views This appendix describes the C•CURE 9000 pre-defined Reports, Queries, and Dynamic Views and the ways to use them. Appendix B: Map Conversion This appendix describes the process of converting Legacy Maps to the new Map format, using the Map Conversion Utility, CCureMapConverter.exe. 12 Preface C•CURE 9000 Data Views Guide EFTA01225297 Finding More Information Finding More Information You can access C•CURE 900(1 manuals and online Help for more information about C•CURE 9000. Manuals C•CURE 9000 software manuals are available in Adobe PDF format on the C•CURE 9000 DVD. You can access the manuals if you copy the appropriate PDF files from the C•CURE 9000 Installation DVD English \ Manuals folder. The available C•CURE 9000 and Software House manuals are listed in the C•CURE 9000 Installation and Upgrade Guide, and appear as hyperlinks in the online.pdf file on the C•CURE 9000 DVD English \ Manuals folder. These manuals are also available from the Software House Member Center website Online Help You can access C•CURE 9000 Help by pressing Fl or clicking Help from the menu bar in the Administration/Monitoring Station applications. C•CURE 9000 Data Views Guide Preface 13 EFTA01225298 Conventions Conventions This manual uses the following text formats and symbols. Convention Meaning Bold T his font indicates screen elements, and also indicateswhen you should take a direct action in a procedure. Bold font describesone of the following items: • A command or character to type, or • A button or option on the =sea to press, or • A key on the keyboard to press • A screen element or name blue color text Indicates a hyperlink to a URL, or across-reference to a figure, table, or section in this guide. Regular kak font Indicates a new term. <text> Indicates a variable. The following items are used to indicate important information. Indicates a note. Notes call attention to any item of information that may be of special importance. NOTE Indicates an alternate method of performing a task. TIP Indicates a caution. A caution contains information essential to avoid damage to the system. A caution can pertain to hardware or software. Indicates a warning. A warning contains information that advises users that failure to avoid a specific action could result in physical harm to the user or to the hardware. sine Indicates a danger. A danger contains information that users must know to avoid death or serious injury. 14 Preface C•CURE 9000 Data Views Guide EFTA01225299 Software House Customer Support Center Software House Customer Support Center Telephone Technical Support During the period of the Agreement, the following guidelines apply: • Software House accepts service calls only from employees of the Systems Integrator of Record for the installation associated with the support inquiry. Before Calling Ensure that you: • Are the Dealer of record for this account. • Are certified by Software House for this product. • Have a valid license and current Software Support Agreement (SSA) for the system. • Have your system serial number available. • Have your certification number available. Hours Normal Support Hours Monday through F riday. 8:00 to 8:00 , EST. Except holidays. Emergency Support Hours 24 hours/day, seven days a week, 365 days/year. Requires Enhanced SSA"7 x2r Standby Telephone Support (emergency) provided to Certified Technicians. For another customers. billable on time and materials basis. Minimum charges appty- See MSRP. Phone For telephone support contact numbers for all regions. see C•CURE 9000 Data Views Guide Preface 15 EFTA01225300 Software House Customer Support Center 16 C•CURE 9000 Data Views Guide EFTA01225301  The Data Views Pane This chapter introduces the Data Views Pane in C•CURE 9000. In this chapter Data Views Pane Overview 18 Data Views Pane Tasks 19 C•CURE 9000 Data Views Guide Chapter1 17 EFTA01225302 Data Views Pane Overview Data Views Pane Overview The C•CURE 9000 Data Views pane provides access to objects that allow you to view and use information about security objects in a variety of ways. ■ Application Layout Editor on Page 27 - allows you to create Monitoring Station layouts that are customized for your Operators. Layouts can include object viewers, the activity viewer, event viewers, the swipe and show control, and live video cameras. ■ Dynamic View Editor on Page 82 - allows you to display information about C•CURE 9000 objects as lists that dynamically update as objects change. They provide a context menu that allows you to perform actions on these objects, such as delete, export, change properties, add to a group, or find in the journal. ■ Map Editor on Page 111 - you can import, format, and display Maps in C•CURE 9000. You can even add dynamic icons to the Maps that represent the status of C•CURE 9000 objects such as doors, cameras, readers, and other security objects. ■ Query Editor on Page 147 - allows you to search the C•CURE 9000 database to find information about C•CURE 9000 objects. You can create queries and either display the results in Dynamic Views, or incorporate the queries into Reports. ■ Report Editor on Page 201 - allows you to design, run, and view reports about C•CURE 9000 objects. Data Views Pane Tasks ■ Creating a Data Views Pane Object on Page 19 ■ Deleting a Data Views Pane Object on Page 19 ■ Viewing a List of Data Views Pane Objects on Page 20 ■ Exporting Records on Dynamic Views to XML/CSV on Page 22 ■ Exporting Dynamic View Contents to Excel (.XLSX) on Page 103 18 Chapter1 C•CURE 9000 Data Views Guide EFTA01225303 Data Views Pane Tasks Data Views Pane Tasks You perform the following tasks in the Data Views Pane: ■ Creating a Data Views Pane Object on Page 19 ■ Deleting a Data Views Pane Object on Page 19 ■ Viewing a List of Data Views Pane Objects on Page 20 ■ Exporting Records on Dynamic Views to XML/CSV on Page 22 ■ Exporting Dynamic View Contents to Excel (.XLSX) on Page 103 Creating a Data Views Pane Object You can create a new Data Views pane object for use by C•CURE 9000 users. From the Data Views pane, you can create the following objects: ■ Application Layout - a customized arrangement of C•CURE 9000 application components that can be assigned to an Operator. ■ Dynamic View - display lists of objects with sorting, filtering, and grouping capability. ■ Map - display Maps with icons that update to reflect object status. ■ Query - create a new Query to search for objects in the C•CURE 9000 database, using filters to narrow the search. ■ Report - create detailed reports about any C•CURE 9000 object, customize the appearance of reports, print reports, view reports, save reports for later printing/viewing. ■ Report Form - create re-usable report header/footer layouts to give your reports a consistent look and feel. To Create a Data Views Pane Object 1. In the Navigation Pane of the Administration Workstation, click Data Views to open the Data Views pane. 2. Select the type of object you wish to create from the Data Views pane drop-down list. 3. Click New to create a new object. The editor for the object type opens. 4. Configure the object using the tabs and fields on the object's editor. For details on configuring your object, see: ■ Configuring an Application Layout on Page 65. ■ Configuring a Dynamic View on Page 83. ■ Configuring and Saving a Map on Page 127. ■ Configuring a Query on Page 161. ■ Configuring a Report on Page 192. 5. To save your new object, click Save and Close. Deleting a Data Views Pane Object You can delete a Data Views pane object from C•CURE 9000 if it is no longer needed. C•CURE 9000 Data Views Guide Chapter 1 19 EFTA01225304 Data Views Pane Tasks To Delete a Data Views Pane Object 1. In the Navigation Pane of the Administration Workstation, click Data Views to open the Data Views pane. 2. Select the type of object you wish to delete from the Data Views pane drop-down list. 3. Click &a to view a list of existing objects and select the object(s) you wish to delete. 4. Right-click a selected object and choose Delete from the context menu. 5. Click Yes in the dialog box that appears to confirm that you want to delete the object(s), or No to cancel the deletion. A dialog box appears listing each of the objects you deleted, and any relevant error messages are listed. You can print this information by clicking Print, or email this information by clicking Email (to the recipient specified in the System Variable Email Address —see the C•CURE 9000 System Maintenance Guide). 6. Click OK to close the dialog box. Viewing a List of Data Views Pane Objects You can view a list of all objects of a Data Views pane type, such as Application Layouts. The list is a Dynamic View that you can sort, filter, and group. -mx To View a List of a Data Views Pane Object Type 1. In the Navigation Pane of the Administration Workstation, click Data Views to open the Data Views pane. 2. Select the object type you wish to view from the Data Views pane drop-down list. 3. Click Elio to open a Dynamic View listing all objects of that type. 4. You can sort, filter, and group items in the list. You can right-click an object in the list to open the context menu and perform any of the functions on that menu. See the Dynamic Views Overview on Page 80 for more information on using Dynamic Views. 5. If you right-click an object in a Dynamic View, a context menu appears listing the actions you can perform on that object, as described in Data Views Object Context Menu on Page 20. Data Views Object Context Menu When you right-click a row in a Dynamic View, a context menu appears to let you perform actions on the object in that row. Table 1 on Page 21 describes the context menu selections for a typical Dynamic View. The Context Menu items shown here are typical. Some Data Views objects may have additional NOTE Context Menu selections that are not shown here, or they may have fewer selections available. Some menu items are not available if more than one row has been selected. Object-specific aspects of an object's context menu are described in that object's chapter. 20 Chapter 1 C•CURE 9000 Data Views Guide EFTA01225305 Data Views Pane Tasks Table 1: Data Views °Wet.% Context Menu Menu Description Item Edit if you choose this option, the view you selected is displayed in the appropriate editor. Example: if you are looking at a Personnel Dynamic View. and you choose Edit from the context menu, the Personnel Editor opens to let you edit thisobject. View If you choose this option. the view you selected is displayed in a new tab in the Content pane. Popup View if you choose this option, the view you selected is displayed in a new free-floating window. View in if you choose this option, the view you selected replaces the Dynamic View that is currentty displayed in the current tab. Current Tab Delete Allows you to delete an object from the database if you have the appropriate Privileges. Adiabg box appears asking you to confirm the deletion. Click Yea to perform the Deletion, or No to cancel the deletion. Adiabg box appears listing each of the items you deleted, and any relevant error messages are listed.You can print this information by clicking Print, or email this information by clicking Email (to the recipient specified in the System Variable Email Address - see the C•CURE 9000 System Maintenance Guide) Set Displays a dialog box that allows you to select a field from the object and assign a value to that field. Fields that are read-onty or that property you are restricted by Privileges from changing are not selectable from the dialog box. See Default Dynamic Views on Page 93 for more information. Add to Displays a dialog box that allows you to choose a Group object to add this object to. If no groups exist that match with the object Group selected, the dialog box is blank and you cannot perform the function. Find in Opens a query that you can modify to search the database for any Audit Log records that reference this particular object in the Audit Log Dynamic View list. NOTE: If there is no Audit Log information related to thisobject within the specified date/time range. the Dynamic View will be empty. Export Click this menu selection to Open an Export...to XML or CSV file dialog box to export the selected object(s) to either an XML or a Selection CSV file. This allows you to quickty and Gasify coats XMLJCSV reports on the selected data. For further information and procedures, see Default Dynamic Views on Page 93. Find in Opens a query that you can modify to search the database for anyJournal records that reference this par tar object in the Journal Dynamic View list. NOTE: if there is no Journal information related to this object, the Dynamic View will be empty. Batch Print Available for Personnel recordsonty if you have enabled Batch Printing of Badges. Displays the C•CURE ID Print Queue Manager. Badges Change Click to open a dialog box that allows you to change the Partition to which the object belongs. For information see the Partition Partition chapter in the C•CURE 9000 Software Configuration Guide. Show This menu selection is available only for the following object types on the Data Views Pane: Application Layouts, Queries, Reports, Association. and Report Forms. Click to open a dialog box that lists Security Objects associated with the object in the Dynamic View. For more information, see 'Showing Associations for an Object' in the C•CURE 9000 Getting Started Guide. C•CURE 9000 Data Views Guide Chapter 1 21 EFTA01225306 Data Views Pane Tasks Exporting Records on Dynamic Views to XML/CSV You can use the context menu selection Export Selection to export one or more records displayed in a Dynamic View to either an XML or a CSV file. This allows you to quickly and easily create XML/CSV reports on selected C•CURE 9000 data. ■ When you export to an XML file, all available data in all columns of the Dynamic View, whether displayed or not—as well as all the child objects of the selected record(s), is exported. ■ When you export to a CSV file, only data in the columns displaying in the Dynamic View is exported, and in the order displayed. This allows you to both select and arrange data fields for your report. Furthermore, exporting to a CSV file allows you to view the exported data in an Excel spreadsheet and further manipulate it for your use. Example: For each of your company's personnel records, out of the many Personnel fields available, you want to quickly create an Excel report that includes Last Name, First Name, Personnel Type, and whether or not the Disabled and/or Noticed Flags are set. For information on setting up your data field columns for display, see: ■ Adding or Removing Columns in a Dynamic View on Page 94 ■ Changing Column Order and Width in Dynamic Views on Page 95. Records exported to CSV cannot be imported back to C•CURE 9000. Export to XML if you want to a NOTE file that can be reimported. To Export Dynamic View Records Using Export Selection 1. From the Administration Workstation Navigation Pane, select the function button for the class of object you want to report on —for example, Personnel. 2. From the drop-down menu in the Navigation toolbar, select the type of object you want to select—for example, Personnel. 3. Click BS to open a Dynamic View listing all the objects of the desired type, Personnel records in this example. 4. If you are planning to export to CSV, add/remove data fields columns and change their order, as desired. 5. Click I to select one or more Record rows in the list. (Use the CTRL key to select multiple rows at one time.) 6. Right-click selected row(s) in the Dynamic View that you want to export. 7. Choose Export Selection from the context menu. An Export-to XML or CSV file dialog box appears with XML as the initial default export type, as shown in the example in Figure 1 on Page 23. Once you choose a file type in the Save as type field, whether XML or CSV, it becomes the default O the next time this dialog box opens. 22 Chapter 1 C•CURE 9000 Data Views Guide EFTA01225307 Data Views Pane Tasks Figure 1: Export...to XML or CSVFile Dialog Box- DefaulthliilL FIIe Igor[ Personnel to Mil of (SY (Os Armtek. en Cana OEN rt. toarttnalfttxt• Cricuts 411 irvariVV:lior•VIclavdradalpb.vs. Perctrel kr/ Conottalev.S. VIM eawfv1Pry^ ItOSC. ,P uttelbtfrot M1 aveevateasureremetd 4 sturvelsatkroavvraelesibleVeleit Carvwv&wittanoortmat .S tromwepraalq• gni 4fiViss.nr Flynn, &WO VI VC. Coal 0/011. Verne C221 8. To export to XML leave the default Export as XML file (*.xml) in the Save as type field. - or - To export to CSV, click the down arrow to change the entry in that field to Export as CSV file (*.csv). If you choose to export to CSV, the dialog box changes as shown in the example in Figure 2 on Page 23 to let you save to a CSV file. Figure 2: Export to CSV Fle Dialog Box !WOO Ottunnel to XIII r CSV ae x LCyr< CV [nave at e to creccrt VS.ITM, Onto end:peat...tort..., OI'M Cat.. t•pat Ctokba• nit...vie cool Una, <iv S turuasloitartreessinv 4innoranC.Ivnxeravrerd Ore l oo are &AV.,key too ‘.•• Tem Tau Ia. vSiVias, vv.Ecet (Sects ON vris $t •W. Pam., IbvenOvvat • 9. Select a location and filename for the external exported file. Exports generated from the Dynamic View context menu by clicking Export Selection are run on the NOTE client computer. Consequently, the system does not use the Default Export Directory Path —which is on the server. It opens a directory on the client, reverting to the last directory used. You can navigate to the default export server directory, if you wish. Or to avoid confusion or use the same destination folder for both client and server computers, you can use UNC (Universal Naming Convention) paths, for example: \\Comp